Walkner Condon Financial Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $337K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $280K | Buy |
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|
2023
Q2 | $290K | Sell |
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|
2023
Q1 | $318K | Buy |
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|
2022
Q4 | $264K | Buy |
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|
2022
Q3 | $243K | Buy |
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|
2022
Q2 | $235K | Sell |
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|
2022
Q1 | $550K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $597K | Sell |
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|
2021
Q1 | $617K | Sell |
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|
2020
Q4 | $764K | Buy |
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|
2020
Q3 | $642K | Buy |
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|
2020
Q2 | $590K | Buy |
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|
2020
Q1 | $516K | Sell |
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|
2019
Q4 | $573K | Buy |
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